Dynamic comment: the participation of the company's major shareholders in the industrialized production of graphene is the main reason for the rise of the stock price.

People's Daily reported on July 13: "in the Cidong coastal area of Cixi City, Ningbo, the project with an annual capacity of 300 tons of graphene is under construction." Soon, there will be the world's first graphene production line. The cost of graphene preparation is very high, 5000 yuan per gram, which is more than ten times the price of gold. Now, we have reduced the manufacturing cost to 3 yuan per gram. " Liu Zhaoping, head of the project, said that this means that graphene projects can be industrialized and become a large supply of industrial raw materials.

Nanjiang Group signed a framework agreement with the material Institute developed by the graphene project to remit a deposit of 40 million yuan to Ningbo. Through various efforts, on April 11 this year, Ningbo Institute of Materials of the Chinese Academy of Sciences and Shanghai Nanjiang Group signed a joint venture to establish Ningbo Moxi Science and Technology Co., Ltd., jointly investing 200 million yuan to implement graphene industrialization project in Cidong coastal area. "

Nanjiang Group is the largest shareholder of the gorgeous family, with a total of 276.1598 million shares, accounting for 25.12% of the tradable shares.

Investment strategy:

The participation of Nanjiang Group in the graphene industrialization project was reported by the media on July 13, and then, according to the company announcement on July 17, Nanjiang Group pledged a total of 229.61696 million shares, accounting for 20% of the outstanding shares. The timing of the two reports is speculative, and the logic lies in: first reporting the progress of the graphene project to the media, and then attracting the favor of market investors, causing the stock price to soar, thereby increasing the value of the pledged stock and reducing the pressure on major shareholders to be subject to additional pledge. Although the gorgeous family clarified that the production of graphene by major shareholders had nothing to do with the company, the logic behind the above analysis is memorable.

Moreover, due to the lack of hot spots in the current market and the bottom shock of the market, the emergence of graphene projects is undoubtedly very attractive. With the pursuit of many investors, it is a high probability that the company's stock price will rise by at least 10% in the next month.